Meeting DateFecha de la Reunión: 11/14/201814/11/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Allen Andrews - Chapter Secretary
Start TimeHora de Inicio: 8:17 AM End TimeHora de Finalización: 9:15 AM
AttendanceAsistencia: 8 VisitorsVisitantes: 0 ReferralsReferencias: 0
MinutesActas: Introduction Ordered by Don Gutzman 8:17 AM
Prayer: Don Gutzman
Scripture: Vanessa Donaldson Duet 8:18
Who We Are & Premise: Haley Londen-Gal: 6:10
Special News: No Meeting Nov 21st and Nov 28th.
Save The Date: December 13th-CBP Christmas Gathering. Time & Place TBD.
Networking Events:
CBP Fellowship Mixer Nov 29th 8:15 AM-10:00 AM at Ruby’s in San Juan Capistrano (Register Online at www.cbp316.org)
Don Gutzman-President
Haley Londen-Vice President
Barry Barbernell-Treasurer
Allen Andrews-Secretary
Follow up report: None
30 Second Introductions:
Haley Loden-Familia Folks Productions- Thankful for Sleep and Family.
Lisa Marie Terry-Home Loans- Thankful for her husband and God’s blessings.
Vanessa Donaldson-Sea Worth Outreach- Thankful for her Vet (Husband) and her health.
Paul Cathy-Pure Fitness-Thankful for his good neighbors (Don).
John Quartarome-Windermere Homes & Estates-Thankful for his God and his health.
Allen Andrews-CardConnect, A First Data Company-Thankful for God seeing him as precious and His child.
Don Gutzman-Donavale Wealth Strategies-Thankful for his wife Val and a good year in business.
Main Session: Business Forum Discussion
Meeting DateFecha de la Reunión: 11/7/20187/11/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Allen Andrews - Chapter Secretary
Start TimeHora de Inicio: 8:20 AM End TimeHora de Finalización: 9:22 AM
AttendanceAsistencia: 11 VisitorsVisitantes: 1 ReferralsReferencias: 0
MinutesActas: Introduction Ordered by Don Gutzman 8:20 AM
Prayer: Haley Londen
Scripture: Paul Cathey-Matt 6:1-18
Who We Are & Premise: John Quartarome-Gal: 6:10
Special News: Next Weeks Meeting at Panera Bread at Talega Village Center
802 Avenida Talega Suite 100, San Clemente, CA 92673
Networking Events:
CBP Fellowship Mixer Nov 29th 8:15 AM-10:00 AM at Ruby’s in San Juan Capistrano (Register Online at www.cbp316.org)
Don Gutzman-President
Haley Londen-Vice President
Barry Barbernell-Treasurer
Allen Andrews-Secretary
Follow up report: None
30 Second Introductions:
Alan Sechrest- Sechrest Photography- An ideal referral this week would be anyone who is getting married.
Haley Loden-Familia Folks Productions- An ideal referral this week would be anyone or company having an event that needs a videographer.
Lisa Marie Terry-Home Loans-An ideal referral this week would be anyone looking to get qualified for a new home purchase.
Vanessa Donaldson-Sea Worth Outreach, An ideal referral this week would be an introduction to a wedding planner.
Paul Cathy-Pure Fitness-An ideal referral this week is a football player (s) who are in the off-season and need strength & fitness training.
John Quartarome-Windermere Homes & Estates-An ideal referral this week is anyone who may be looking to acquire a home, vacation home or rental property
Allen Andrews-CardConnect, A First Data Company- An ideal referral this week would be a business that is using either BofA or Wells Fargo to process their payment acceptance.
Don Gutzman-Donavale Wealth Strategies-An ideal referral would be anyone who is in transition and needs financial wealth strategy advise.
Al Dorff-Allan K. Dorff, CPA, Inc- An ideal referral this week is a business needing to clean-up year-end taxes and start looking at strategies for next year.
Barry Barbernell-Triton Wealth Strategies- An ideal referral this week would be a small business that needs to implement 401k and retirement plans.
Main Speaker: Group Exercise-Mastering the Art of Networking
Definition of networking:
Creating a supportive system for sharing information and services among individuals in a group having a common interest for mutual success.
Types of networking:
1. Online networking
2. Face-to-face networking
3. Study groups
The Networking Process
1. Prepare: Reach out before the need arises.
2. Expand and seek: Search for potential collaborations. (Power Partners)
3. Meet and listen: Be fully engaged.
4. Identify economic glue: Discover how you can help them and understand how they can help you. “Ask them, How can I know if someone I am speaking with would be a good prospect for you?”
5. Follow-up: As appropriate
6. Execute
7. Report back: Close the loop.
Important point:
Be careful whom you choose to partner with and do business with.
Prov 15:22
Without counsel, plans go awry, but in the multitude of counselors they are established
Psalm 1:1
Meeting DateFecha de la Reunión: 10/31/201831/10/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Haley Londen - Chapter Vice President
Start TimeHora de Inicio: 8:15AM End TimeHora de Finalización: 9:15AM
AttendanceAsistencia: 11 VisitorsVisitantes: 0 ReferralsReferencias: 4
MinutesActas: The meeting started at 8:15am. Prayer, Scripture, Introduction to officers. 60 Sec Business Introductions took place:
The following members:
John Quartarone, Windermere Home and Estates, real estate specialist in Carlsbad would like to invite members to visit his office. He just gave keys to a new client.
Bill Stephen, Best Version Media is relocating to New York. Please bless him as he works remotely.
Barry Barbernell from Triton Wealth Strategies would appreciate business referrals that need help with medical.
Paul Cathey, is looking for referrals of people that want to feel better, faster and stronger.
Mary Ann Azzolina sold Bill`s home in Laguna Woods.
Juaneice Munoz submitted bids to a few clients for his interior design business.
Petia from Safe Harbor Financial is coming into the busy season for medicare, referrals appreciated.
Al Dorff is looking for referrals for year end tax planning.
Vanessa Donaldson is looking for reservations to serve the ministry.
Haley Londen is looking for referrals and worked with a nonprofit in Mexico.
Don Gutzman, received a great referral from a client in Chicago.
Networking Events were discussed and 4 referrals were received.
Main Presentation was an extension of last week`s master mind of questions.
Prayers for Barry`s son.
End time 9:20am
Meeting DateFecha de la Reunión: 10/24/201824/10/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Allen Andrews - Chapter Secretary
Start TimeHora de Inicio: 8:20 AM End TimeHora de Finalización: 9:12 AM
AttendanceAsistencia: 10 VisitorsVisitantes: 1 ReferralsReferencias: 0
MinutesActas: Introduction Ordered by Don Gutzman 8:20 AM
Prayer: Haley Londen
Scripture: Al Dorff-Proverb 16:3- Commit your works to the Lord, And your thoughts will be established.
Who We Are & Premise: John Quartarome
Special News:
Save The Date: December 13th-CBP Christmas Gathering. Time & Place TBD.
Networking Events:
CBP Fellowship Mixer Nov 29th 8:15 AM-10:00 AM at Ruby’s in San Juan Capistrano
Don Gutzman-President
Haley Londen-Vice President
Barry Barbernell-Treasurer
Allen Andrews-Secretary
Follow up report: None
30 Second Introductions:
Captain Russ Donaldson-Seaworthy Outreach- An ideal referral this week is anyone looking to get out on the ocean for ocean therapy or small 4-person recreational fishing group.
Haley Loden-Familia Folks Productions- A ideal referral this week is an introduction to a corporate marketing executive.
Petia Lilova-Safe Harbor Financial Services- An ideal referral this week would be anyone needing Medicare advice.
Paul Cathy-Pure Fitness-An ideal referral is any person from 7th grade on up looking for fitness training. "Train the Brain!"
John Quartarome-Windermere Homes & Estates-An ideal referral this week is anyone who may be looking for a real property tax benefit.
Allen Andrews-CardConnect, A First Data Company- An ideal referral this week would be an Automotive repair business that is using either Bank of America or Wells Fargo for payment processing services
Bill Stephen-Best Version Media-An ideal referral is anyone looking to advertise in either The Bays or Neighbors by the Shore.
Don Gutzman-Donavale Wealth Strategies-An ideal referral would be anyone who may be looking to Optimize their social security benefits.
Al Dorff-Allan K. Dorff, CPA, Inc-An ideal referral this week is a business needing to do some end of year tax planning or high net income individuals who need assistance
Main Speaker: Group Exercise
Business Questions:
1. What are the challenges to my business?
2. Where do I need the most help in my business?
3. When I have questions about my business,
where do I go?
4. Do I have an advisory board?
5. What resources have helped me and my
business in the past?
6. What was the most effective advertising that I
have done in the past?
7. Has financing (Accounts receivables & payables)
ever been an issue for my business?
8. Do I have any employees? and if so, what has
been my experience with that?
Closing prayer: Al Dorff
Meeting DateFecha de la Reunión: 10/17/201817/10/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Allen Andrews - Chapter Secretary
Start TimeHora de Inicio: 8:15 AM End TimeHora de Finalización: 9:11 Am
AttendanceAsistencia: 6 VisitorsVisitantes: 0 ReferralsReferencias: 0
MinutesActas: Introduction Ordered by Don Gutzman 8:15 AM
Prayer: Don Gutzman
Scripture: John Quartarome- Gal 6:10; Don Gutzman 2 Cron 16:9
Who We Are & Premise: John Quartarome
Special News- Nothing new
Networking Events:
Don Gutzman-President
Haley Londen-Vice President
Barry Barbernell-Treasurer
Allen Andrews-Secretary
Follow up report: None
30 Second Introductions:
John Quartarome-Windermere Homes & Estates-A good referral is anyone looking to purchase a home from San Clemente to San Diego.
Paul Cathy-Pure Fitness-A good referral is any person from 7th grade on up looking for fitness training
.
Allen Andrews-CardConnect, A First Data Company--A good referral is: A good referral would be any business that is using either Bank of America or Wells Fargo for payment processing services
Bill Stephen-Best Version Media-A good referral is any business looking to advertise their products or services in either The Bays or Neighbors By the Shore.
Mary Ann Azzolina-Surterre Properties-A good referral would be anyone looking to acquire real property
Don Gutzman-Donavale Wealth Strategies-A good referral is anyone who has a change in their circumstances and needs advice on wealth management & strategies
Main Speaker: Paul Cath-Pure Fitness
Specializes in Physical Activity Direction- The PLC 10 Program
Key Points:
• Train the Brain
• Keep it simple and reasonable
• Benefits of adjusting your PA routine
• Change Habits
• Posture
• Accountability
Physical Activity (exercise) is any bodily activity that enhances or maintains physical fitness and overall health and fitness.
Train he Brain: it is imperative the brain stay in control of the body. In simple terms, the Brain (Mind) must be in charge, the mind cannot allow the body to be in charge.
Benefits:
Reduction in risk of heart disease and stroke, improved blood flow and pressure, healthier aging, less back pain, stronger bones, increased self-esteem, better stress management, heightened immunity, helps sleep, reduced breast cancer in women and men, more energy and stamina, weight control, reduced dementia risk, prevents muscle loss, helps digestion, reduces depression and anxiety, improves skin etc.
Contact Paul for a Fitness and Posture evaluation:
Paul Cathy at Pure Fitness
949-374-2627
Cost:
$30.00 per session per person
$25.00 per person Fall/ Winter Special
$20.00 per person for groups of three or more. (Need to assemble your own groups).
Meeting DateFecha de la Reunión: 10/10/201810/10/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Allen Andrews - Chapter Secretary
Start TimeHora de Inicio: 8:20 AM End TimeHora de Finalización: 9:20 AM
AttendanceAsistencia: 12 VisitorsVisitantes: 1 ReferralsReferencias: 0
MinutesActas: Introduction Ordered by Haley Londen 8:20 AM
Prayer:
Scripture: Vanessa Donaldson- 1 Peter?
Who We Are & Premise: Haley Loden
Special News- None
Don Gutzman-President
Haley Londen-Vice President
Barry Barbernell-Treasurer
Allen Andrews-Secretary
Follow up report: None
30 Second Introductions:
Devin Grindrod-Spiritually Balanced-A good referral would be an addiction recovery facility or anyone needing restorative yoga
Vanessa Donaldson-Seaworthy Outreach-A good referral would be a contact at the make a wish foundation or wounded warriors
Juaneice Munoz-La Casa Azul Design-A good referral would be real estate developer or investor, or anyone doing a home remodel
Allen Andrews-CardConnect, A First Data Company--A good referral is: A good referral would be any business that is using either Bank of America or Wells Fargo for payment processing services
Paul Cathy-Pure Fitness-A good referral is any person from 7th grade on up looking for fitness training.
Bill Stephen-Best Version Media-A good referral would be anyone looking to advertise in a High-End Publication.
Mary Ann Azzolina-Surterre Properties-A good referral would be anyone wanting to discuss real estate
Petia Lilova-Safe Harbor Financial-A good referral is anyone looking for Medicare help or advice.
John Quartarome-Windermere Homes & Estates-A good referral is anyone looking to purchase a home from San Clemente to San Diego.
Barry Barbernell-Triton Wealth Strategies-A good referral would be a business looking to set up 401k, group health, or outside compensation plans
Haley Loden-Familia Folks-A good referral would be a marketing manager within a business
Lisa Marie Terry-Fairway Independent Mortgage-A good referral would be anyone who needs a pre-approval for a real estate purchase
Main Speaker: Mary Ann Azzolina-Realtor at Surterre Properties
There are many qualities and skills that go into being an excellent real estate professional: integrity, in-depth community and market knowledge, marketing savvy, effective negotiation skills, and a high-quality professional network-all of which are hallmarks of the way that Mary Ann operates her business.
Key Points:
• Surterre Properties is a boutique real estate company with six locations in Southern CA.
• Certified Residential Specialist (Pertains to only 3% of agents in the US)
• Green Certified
• Relational Real Estate Agent
• Professionally Coached
• After the sale-client appreciation program which consists of pertinent information, a monthly contact email and quarterly “Pop-By’s”
• Service is Paramount-Put’s her clients first
Use Mary Ann’s expertise to your advantage! Whether you`re looking to Buy or Sell a home, please do not hesitate to call Mary Ann to discuss any questions about your real estate needs.
MARY ANN AZZOLINA-REALTOR
C 949-280-3911
Mazzolina@surterreproperties.com
www.MaryAnnAzzolina.com
BRE#01360216
Meeting DateFecha de la Reunión: 10/3/20183/10/18
ChapterCapítulo: Faith in Action
Recorded ByGrabado por: Allen Andrews - Chapter Secretary
Start TimeHora de Inicio: 8:18 AM End TimeHora de Finalización: 9:06 AM
AttendanceAsistencia: 12 VisitorsVisitantes: 3 ReferralsReferencias: 1
MinutesActas: Introduction Ordered by Don Gutzman 8:19 am
Prayer: Allen Andrews
Scripture: Matt 9:11-12(Acceptance); Gal 6:10-Val Gutzman
Who We Are & Premise: Don Gutzman
Special News- New Chapter Name: “Faith In Action.”
Networking Events:
Announcements: 10/3/18-Meeting at Panera Bread-Talega at 7:55 AM.
Chapter Officers:
Don Gutzman-President
Haley Londen-Vice President
Barry Barbernell-Treasurer
Allen Andrews-Secretary
Follow up report: None
30 Second Introductions:
Laura Ferguson-City of Encinitas-Running for Office in San Clemente-Wanting to make good changes for the city.
Vanessa Donaldson-Seaworthy Outreach-A good referral is sober living & recovery homes
Juaneice Munoz-La Casa Azul Design-A good referral is: anyone who just acquired a home
Allen Andrews-CardConnect, A First Data Company--A good referral is: A good referral is any business that is using Bank of America or Wells Fargo to do their payment processing.
Don Gutzman-Donaval Wealth Strategies-A good referral is anyone that is looking to save money.
Paul Cathy-Pure Fitness-A good referral is any person from 7th grade on up looking for fitness training.
Bill Stephen-Best Version Media-A good referral is: Anyone looking to advertise in a High-End Publication.
Mary Ann Azzolina-Surterre Properties-A good referral is a 1st time home buyer.
Petia Lilova-Safe Harbor Financial-A good referral is anyone looking for Medicare help or advice.
Dustin Shultz-Prepare to Change Counseling-A good referral would be doctors and teachers.
John Quartarome-Windermere Homes & Estates-A good referral is anyone looking to purchase a home from San Clemente to San Diego.
Craig Alexander-Attorney At Law-A good referral is anyone needing legal assistance, specifically in regards to insurance, contracts, HOA, California Public Records Act, litigation and office & commercial leasing
Main Speaker: Craig Alexander-Attorney At Law
Law Offices of Craig P. Alexander
24681 La Plaza, Suite 250 Dana Point, CA 92629
949-481-6400
craig@craigalexanderlaw.com
www.craigalexanderlaw.com
Background:
Contracts, Insurance, HOA, Litigation and Office & Commercial Leasing, Insurance and the California Public Records Act.
Topic: Contracts
Main Points:
Before you go into negotiations remember:
“You don’t get what you deserve, you get what you negotiate!”
Questions to consider:
What is your leverage point?
What are your non-negotiables?
What do you want to get out of this contract?
What does the other side want?
Contract Clauses:
FIRST STEP-READ THE CONTRACT YOURSELF!
Is it what you negotiated? If not “Speak up!”
Do You understand all the clauses in the contract?
Even if you believe you do, do you understand the legal implications of a specific clause? If not, call your attorney
The Contract is the Final Word!